WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $19.1B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$40.1M
3
+$37.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.1M

Top Sells

1
+$23.2M
2
+$7.67M
3
+$7.4M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.76M

Sector Composition

1 Technology 2.3%
2 Financials 1.86%
3 Healthcare 1.41%
4 Consumer Discretionary 0.94%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$566K 0.01%
+8,875
352
$564K 0.01%
21,304
353
$563K 0.01%
25,107
354
$555K 0.01%
8,838
+691
355
$549K 0.01%
15,841
+158
356
$541K 0.01%
22,500
357
$531K 0.01%
9,636
-4,202
358
$527K 0.01%
3,764
359
$525K 0.01%
6,933
+183
360
$513K 0.01%
9,549
+112
361
$513K 0.01%
5,814
+385
362
$512K 0.01%
5,817
+38
363
$504K 0.01%
4,158
-263
364
$504K 0.01%
4,982
+135
365
$503K 0.01%
16,470
366
$499K 0.01%
9,846
+398
367
$497K 0.01%
56,146
368
$496K 0.01%
2,250
+830
369
$494K 0.01%
3,644
+1,036
370
$489K 0.01%
7,764
+1,316
371
$486K 0.01%
9,540
+1,069
372
$482K 0.01%
10,599
+1,182
373
$482K 0.01%
5,809
+1,328
374
$471K 0.01%
5,193
+1,419
375
$469K 0.01%
2,790
+480
13 14
15
16 17